Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 3871 results for "Financial advice"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

Equip Super set to hire top chief experience officer

ELIZABETH FRY  |  FRIDAY, 8 MAR 2024
... industry fund is recruiting for the newly created CXO position that will bring together the member office and financial advice teams. In the interim, Charlie Yanni is acting CXO in addition to his job as chief growth officer. Previously, Yanni held senior ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... access to professionally managed investment portfolio without the relatively high cost of obtaining personal financial advice; and our partners can concentrate on what they are good at without the time and cost of setting up their own managed investment ...

Coalition appoints shadow assistant treasurer, financial services minister

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... of living crisis. Luke will bring his strong command of retail economics to this important role," Dutton said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood congratulated Howarth on his appointment. "This is a critically important ...

Aware Super appoints member strategy lead

KARREN VERGARA  |  TUESDAY, 5 MAR 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice. As part of the shuffle, the corporate development team that is responsible for fund mergers now reports to Travis. Chief ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... fund and seek advice, with the research finding 70% of women aged 25-29 would happily use their super to pay for financial advice. Of the women who do receive advice, 67% have a financial strategy in place, while just 24% of those who do not have an ...